Investec Structured Return Note

 

Introducing the Investec Structured Return Note

 
As volatility returns to global financial markets, investors are increasingly looking for predictable returns on their investments and the protection of capital. The Investec Structured Return Note offers returns linked to the Eurozone’s top companies, with full downside protection on invested capital and attractive rand returns over three years, even if the market remains flat.
 

What is the Investec Structured Return Note?

 

 

Watch Japie Lubbe explain the Investec Structured Return Note investment

 

Documents

 

For participation on the LISP contact your broker agent
 
For direct investments please see documents below

Downloads

Application form for retail

Application form for institutions

Presentation

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15% return in Rands 

 

The Investec Structured Return Note will have a minimum return of 15% payable at maturity and a further fixed 25% return in Rands should the index return be zero or positive (circa 11.7% maximum effective annual rate of return)

 

No currency risk

 

The investment and returns will be paid to the investor in rand i.e. the investment will not be affected by exchange rate fluctuations.

 

Capital Protection
100% downside protection at maturity
Minimum Investment
from R50,000 (minimum) and increments of R100

Know more

  • How to invest

    • Available on participating LISP Platforms within Retirement Annuities, living annuities and Preservation funds.   
    • The Structured Return Note is a listed instrument on the JSE
    • Investors will need to hold a stockbroking account 
    • Prospective investors should refer to the application form and term sheet for detailed information on the product.
  • The investment product offers

    • A three year and one-week investment available on LISP platforms within Retirement annuities, Living annuities and Preservation funds that is linked to an increase in the level of the Euro Stoxx 50 Index (“Euro Stoxx50”)
    • Capital protection of 100% with an additional minimum 15% Return payable at maturity
    • Fixed 25% return in Rands should the index return be zero or positive (measured using 3 month’s exit averaging which is 4 observations), circa 11.7% effective annual rate of return (15% minimum + 25% fixed return)
    • Cash investments from R50,000 (minimum) and increments of R100    
  • Is this investment right for you?

    • You are looking to capture the benefit from current market pricing variables for a potentially high yielding investment
    • You are looking to benefit from an investment available on LISP platforms within Retirement annuities, Living annuities and Preservation funds
    • You need capital protection of 100% with an additional minimum 15% Return payable at maturity
    • You are looking for an investment that offers the potential to also receive an additional 25% Return at maturity
    • You would like access to an investment opportunity that may otherwise not be readily available to investors 
  • This investment may not be right for you if

    • You want to receive regular dividends and income
    • You do not want to take credit risk on Investec Bank Limited
    • You cannot commit to the full term of the of the investment 
    • You want 100% capital protection under all conditions
    • You want an investment with exposure to a currency other than rand